Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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  • commented 6/17/14
  • tags: FSLR SPWR
  • I agree that Yieldcos are evidence of a maturing in renewable energy finance. This is a good sign for the industry as a whole. Yieldcos can also a great way for alternative energy investors to add more stable returns to a portfolio in what can be a very volatile industry. See my article at http://www.roenreport.com/green_dividend_yield/green-dividend-yield-portfolio-updated/ [ less... ]
    I agree that Yieldcos are evidence of a maturing in renewable energy finance. This is a good sign for the industry as a whole. Yieldcos can also a great way for alternative energy investors to add more stable returns to a portfolio in what can be a very volatile industry. See my article at http://www.roenreport.com/green_dividend_yield/green-dividend-yield-portfolio-updated/
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